YORW vs. SPY
Compare and contrast key facts about The York Water Company (YORW) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YORW or SPY.
Correlation
The correlation between YORW and SPY is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
YORW vs. SPY - Performance Comparison
Key characteristics
YORW:
-0.55
SPY:
2.17
YORW:
-0.65
SPY:
2.88
YORW:
0.92
SPY:
1.41
YORW:
-0.34
SPY:
3.19
YORW:
-1.28
SPY:
14.10
YORW:
8.96%
SPY:
1.90%
YORW:
21.08%
SPY:
12.39%
YORW:
-46.68%
SPY:
-55.19%
YORW:
-33.59%
SPY:
-3.19%
Returns By Period
In the year-to-date period, YORW achieves a -12.41% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, YORW has underperformed SPY with an annualized return of 5.60%, while SPY has yielded a comparatively higher 12.92% annualized return.
YORW
-12.41%
-7.05%
-6.77%
-11.50%
-4.80%
5.60%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
YORW vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The York Water Company (YORW) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
YORW vs. SPY - Dividend Comparison
YORW's dividend yield for the trailing twelve months is around 2.54%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YORW The York Water Company | 2.54% | 2.12% | 1.75% | 1.52% | 1.56% | 1.52% | 2.10% | 1.91% | 1.64% | 2.42% | 2.49% | 2.67% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
YORW vs. SPY - Drawdown Comparison
The maximum YORW drawdown since its inception was -46.68%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for YORW and SPY. For additional features, visit the drawdowns tool.
Volatility
YORW vs. SPY - Volatility Comparison
The York Water Company (YORW) has a higher volatility of 5.22% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that YORW's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.